Filed November 15, 2010 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $146,733 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,323 | $123,286-45.4% | $75,670-11.0% | $77,958-13.6% |
| Participation rate | 98.7% | 78.8%+19.9pp | 72.3%+26.4pp | 71.6%+27.1pp |
| Annual return | 15.72% | 20.45%-4.7pp | 27.34%-11.6pp | 20.87%-5.2pp |
| Employer contribution / active EE | $2,542 | $2,035+24.9% | $2,352+8.1% | $2,310+10.0% |
| Participant deferral / active EE | $4,015 | $3,095+29.7% | $3,142+27.8% | $3,537+13.5% |
| Admin fee / account holder | $52 | $144-63.8% | $5,800-99.1% | $97-46.3% |